Slicer Settings Dialog
Configure the slicer preferences from the Slicer Settings dialog. Start by clicking the slicer's context menu and select Settings:
Title: edit the slicer title.
Type: select a slicer type from the drop-down menu.
Disable: disable filtering. Filtering can also be enabled or disabled from the slicer itself, by clicking the funnel icon.
Use the advanced slicer settings to determine default slicer selection behavior.
Load Time Settings
The load time settings determine which of the slicer's elements will be automatically loaded when the report is opened.
Initial Selection Mechanism
The initial selection mechanism determines which slice will be automatically loaded when the user opens the report.
Saved Selection by Name
Select the initial slicer selection by name; this slicer will be selected by default whenever the report is opened.
Saved Selection by Position
Select the initial slicer selection by position; this slicer will be selected by default whenever the report is opened.
This is useful if the slicer is based on a custom calculation that shows, for example, the top 10 products. You might want to automatically load the top selling product. In this case, the slicer position needs to be saved.
Automatically select the first member in the slicer whenever the report is opened.
Automatically select the last member in the slicer whenever the report is opened.
Subsequent Selection Options
Subsequent selection options determine whether or not the user's slicer selection will be saved. If so, these selections will override the given 'initial selection mechanism'.
Remember User's Last Selection(s)
Enable this option to save the current user's saved slicer selection. Each time the user saves the report, the currently selected slice will be saved, and that slice will automatically be loaded when the report is next opened by that user.
If this option is not enabled, the given 'initial selection mechanism' will be loaded every time the user opens the report.
Apply Mechanism to Cascades
Select this option if the given slicer is being cascaded to. For instance, if you’ve configured a cascading slicer that cascades from Country down to State, check this option for the State slicer to apply the given slice value modes to State.
In this scenario, if Last Member is set as the load mode, then the last member in the state slicer will automatically be selected whenever a country is selected from the parent slicer. Then, when United States is selected from the country slicer, Wyoming will automatically be selected form the state slicer; when Australia is selected, Victoria will automatically be selected from the state slicer.
Set the search type; this will be applied to any slicer type that supports search (drop down, text box, and tree):
- Not Contains
- Starts With
- Ends With
Allow Background Chip
Select this option to enable background filtering for single elements. Click here to learn more.
Enable or disable auto run. When enabled, the query will run automatically when a slice is selected. When disabled, the query will not be run when a slice is selected; instead, you'll run the query manually by clicking the run button.
Filter Drop Zone
The slicer type can also be changed by dragging the slicer chip over the filters heading in the drop zone. This will open the slicer types menu. The slicer chip can then be dropped onto the required slicer type.
You can also disable or enable the background chip by clicking the Filters zone context menu:
When the data discovery is added to a presentation or publication, the slicer settings configured in Discover are automatically passed to the discovery in Present or Publish, regardless of whether on not the slicers have been added in Present or Publish.
- For instance, say the slicer load mode was set to ‘Saved Selection by Name,’ and the last saved selection was Accessories. The data discovery is then added to a publication; by default, it is filtered by Accessories, even though the slicer has not been added. This is reflected in the breadcrumb trail.
- If the slicer is added to the presentation, it can be used as normal in runtime. Its advanced settings can be changed from Present and Publish. If the slicer’s settings are configured in Present or Publish, those settings will override those set from Discover.
- If you don’t want any slice to automatically be passed to the data discovery in Present or Publish, disable the slicer from Discover before saving the report.